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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2201
Liberty Wealth Management
California
– -$606K -14,821 Closed
DS
2202
DRW Securities
Illinois
– -$554K -13,563 Closed
SFO
2203
Stokes Family Office
Louisiana
– -$551K -13,490 Closed
CL
2204
CSS LLC
Illinois
– -$479K -11,730 Closed
CA
2205
Capital Advantage
California
– -$436K -10,668 Closed
GCP
2206
Garda Capital Partners
Minnesota
– -$431K -9,994 Closed
ZIG
2207
Zuckerman Investment Group
Illinois
– -$407K -9,968 Closed
PSP
2208
Principal Street Partners
Tennessee
– -$404K -9,886 Closed
ESCM
2209
Echo Street Capital Management
New York
– -$395K -9,661 Closed
FI
2210
Fosun International
China
– -$386K -9,435 Closed
CCFM
2211
Clear Creek Financial Management
Washington
– -$364K -8,919 Closed
VCM
2212
Virtue Capital Management
Tennessee
– -$382K -8,776 Closed
GWP
2213
Gateway Wealth Partners
Wisconsin
– -$346K -8,467 Closed
KIA
2214
KLR Investment Advisors
Rhode Island
– -$248K -6,634 Closed
AC
2215
ASB Consultores
Florida
– -$265K -6,476 Closed
HCM
2216
Howland Capital Management
Massachusetts
– -$259K -6,345 Closed
TNA
2217
True North Advisors
Texas
– -$253K -6,191 Closed
WJA
2218
Willis Johnson & Associates
Texas
– -$248K -6,080 Closed
MIA
2219
Milestone Investment Advisors
Wisconsin
– -$247K -6,040 Closed
SWA
2220
SFMG Wealth Advisors
Texas
– -$247K -6,036 Closed
TTWM
2221
TCV Trust & Wealth Management
Virginia
– -$241K -5,903 Closed
DC
2222
Defender Capital
North Carolina
– -$241K -5,893 Closed
OCBCO
2223
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$234K -5,733 Closed
TCBWMS
2224
Texas Capital Bank Wealth Management Services
Texas
– -$232K -5,686 Closed
HWM
2225
Hohimer Wealth Management
Washington
– -$230K -5,641 Closed
87 88
89
90 91